FJ Research
FJ ResearchBold Bets on Category-Defining Companies
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 99 | Subscribers | Read | fjresearch.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
From $12 to $1. Now the Most Interesting Restructuring Story in Energy.
A year ago, New Fortress Energy traded at $12.
The German Submarine Company With a 6x Revenue Backlog, 27% Margins, and a 4x Path Nobody in Your Network Is Talking About
While everyone is watching defence ETFs surge on the back of NATO spending pledges and Middle East escalation, I’ve been looking at something far more specific.
The $157M Company Sitting in the Middle of a $260 Billion War
The world just changed this weekend.
Oscar Health: The Bold Bet Nobody Is Talking About
Let me be direct with you.
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Authors
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Bold Bets on Category-Defining Companies
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